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Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $254,237 | $115,810+119.5% | $101,271+151.0% | $158,966+59.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.83% | 56.15%-39.3pp | 46.48%-29.7pp | 302.95%-286.1pp |
| Employer contribution / active EE | $2,598 | $4,175-37.8% | $3,660-29.0% | $4,762-45.5% |
| Participant deferral / active EE | $24,500 | $4,958+394.1% | $4,371+460.6% | $5,983+309.5% |
| Admin fee / account holder | $28 | $7,248-99.6% | $5,948-99.5% | $11,250-99.8% |